Elevate Your Financial Team to New Heights with Sten Morgan!

Unlock the Power of Efficiency, Client Service Excellence, and Profitable Financial Planning with Whiteboard Wizardry!
Are you seeking a dynamic and influential speaker to transform your corporate training event into an unforgettable experience? Look no further than Sten Morgan, a trailblazer in the financial services industry!

Sten Morgan is a distinguished voice, renowned for revolutionizing financial advisory practices. Specializing in empowering advisors to run highly efficient businesses, deliver unparalleled client service, and monetize their expertise through strategic financial planning, Sten is the catalyst your team needs for unprecedented success.

Key Focus Areas

Client Service Mastery

Elevate your client relationships to unparalleled heights. Sten Morgan shares actionable insights on how to exceed client expectations, build lasting trust, and create an exceptional client experience that sets you apart from the competition.

 

Efficient Business Operations

Learn the proven strategies and streamlined processes that have propelled Sten Morgan to the forefront of the financial services industry. Uncover the secrets to optimizing your business for maximum efficiency, productivity, and profitability.

Monetizing Time and Ideas

Discover innovative approaches to getting paid for your time and ideas. Sten Morgan demystifies the art of financial planning, providing practical guidance on turning your expertise into a lucrative revenue stream.

Whiteboard Mastery

Communicate with Impact: Sten specializes in teaching advisors how to communicate their ideas effectively through whiteboard drawings. Experience the magic of visual communication as Sten unveils the power of whiteboard mastery enabling your team to convey complex financial concepts with simplicity and clarity.

Sten Morgan’s engaging presentations are tailored to inspire and equip financial professionals with the tools needed to thrive in today’s ever-evolving landscape. With a track record of transforming financial practices, Sten brings a unique blend of expertise, passion, and actionable strategies to your event.

Don’t miss the opportunity to elevate your financial team and drive success. Book Sten Morgan as your next keynote speaker, and let the transformation begin!

Contact us now to secure Sten Morgan for your corporate training event. Your financial team’s success story starts here.

I was holding me back from making more money

The Sten training challenged long held beliefs and assumptions I had about my own value and worth as a financial planner that were holding me back from charging more.

Darius, New York

What Advisors are Saying

Old dogs like new tricks

“Bottom line is I’m a seven figure advisor that has been in this business for over 25 years. After hearing Sten’s training I’m going back and turning my business over because I have the road map and confidence to do it.”

Tim
California

My ideas are worth hundreds of thousands of dollars

Sten’s training taught me how to quantify and visually display the value of my ideas in dollar amounts that can quickly add up to tens or often hundreds of thousands of dollars in value for clients. That’s why it works.

Chris
Maryland

Never knew my true potential

I understand the potential I have in this business thanks to the vision Sten communicated. This message will fundamentally change the way I act as an advisor going forward.

Rick
North Carolina

An immediate impact

Sten’s training the most actionable advice & presentation I took away from our corporate event. It will immediately impact my business.

Mark
North Carolina

The structure made the difference

Since the ‘How to Charge Event’ a few months ago, my practice in no where Virginia did about $80k in plan fees.

My philosophy has always been be the best comprehensive financial planner possible and the rest will sort itself out. The EAN training gave me the structure to understand how to make a living from this philosophy.

Jared
Virginia

Improved my work with existing clients

Because of Sten’s training I started a new financial plan this year with an existing client that is 400% more than what I was charging last year.

Ron
Ohio

The power of whiteboarding

Learning about the power of whiteboarding and how impactful it can be in a client meeting will forever change the way I interact with my clients.

Mary
Alabama

We know how much we save our clients

In just a few hours of training Sten taught us how to quantify the value we bring to our prospects and clients. It completely changed our approach, mindset, and confidence as we engaged in charging for our advice because we know how much we are saving them when we implement our planning strategies.

James
Maryland

Now I know what I am worth

The Sten training challenged long held beliefs and assumptions I had about my own value and worth as a financial planner that were holding me back from charging more. Through learning how to quantify and visually display the value of our ideas in dollar amounts that can quickly add up to tens or often hundreds of thousands of dollars, I’m not only showing THEM what my expertise is worth but gaining confidence in my own worth and up-leveling my own practice because of it.

Mike J
Virginia

It's about taking action

Having Sten speak to our company’s Field Leaders was a great decision and proved to be incredibly valuable. They found his message and corresponding workshop to be practical and actionable. It helped set a clear vision for our company as it relates to planning.

Jamie
Senior Leader, Missouri

He changed my beliefs about myself

He challenged long held beliefs and assumptions I had about my own value and worth as a financial planner that were holding me back from charging more. Through learning how to quantify and visually display the value of our ideas in dollar amounts that can quickly add up to tens or often hundreds of thousands of dollars, I’m not only showing THEM what my expertise is worth, but gaining confidence in my own worth and up-leveling my own practice because of it. I started a new financial plan this year with an existing client that is about 4X more than what I was charging before.

Deb
Virginia

Book Sten